344: Why Your Farm or Family Business NEEDS to Think About Succession Planning

Kevin Bearley is a Principle at Pinion and partners with business owners to create sophisticated income and tax solutions that include structuring organizations, transitioning businesses, and maximizing tax benefits at present and into the future. Kevin navigates complex family dynamics and advises family business owners that fair doesn't always mean equal. When putting together estate plans, he focuses on ensuring operating assets and cash flow are accessible to on-farm heirs for long-term, prosperous farm operations, while also providing a monetary benefit to other off-farm heirs. Kevin Bearley listens closely to family business goals and develops financial strategies so the family business will survive and thrive in future generations. — This episode is presented by Pinion. Learn more HERE. — Links Pinion Website Join the Co-op